Who Are We

Kari Middleton PPC
760.409.2864
kari.middleton@lpl.com

I am a Financial Consultant and Professional Plan Consultant (PPC) with LPL Financial and Medical Wealth Management in the Palm Springs area. I work with small businesses, business owners, healthcare and other professionals, non-profit organizations, and high net-worth individuals on all aspects of financial planning. I was recently named a Five Star Wealth Manager for the fifth time and was elected to the Freedom Club of LPL Financial*.

I was recently appointed to the Salton Sea Revitalization Board by the Riverside County Board of Supervisors. I also am active with the American Cancer Society and First 5 of Riverside County.

Sandi Weems has been my invaluable assistant since 2010.

*Achievement is based on annual production among LPL Advisors only. The Freedom Club is awarded to less than 40% of LPL advisors.

Five Star Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2016, 2018 and 2019 Five Star Wealth Managers.

Pictured below with me is Bobby and my three children: Olivia, Elyse, and Ileana.